Latest Institutional Purchases of Starboard Invt Tr (AGOX)
This list provides information on the latest institutional transactions involving Starboard Invt Tr (AGOX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
567K+ 75.45% |
$13.6M - $14.9M
|
1.32M
$37M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
388KNew |
$9.28M - $10.1M
|
388K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
252K+ 18.16% |
$6.04M - $6.61M
|
1.64M
$46.1M
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
91K+ 69.25% |
$2.18M - $2.38M
|
222K
$6.24M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.7K+ 7.37% |
$1.12M - $1.22M
|
680K
$19.1M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32KNew |
$766K - $837K
|
32K
$897K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.7K+ 15.13% |
$569K - $621K
|
181K
$5.07M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.5K+ 12.03% |
$515K - $563K
|
200K
$5.62M
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 2.77% |
$473K - $517K
|
734K
$20.6M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.5K+ 47.05% |
$467K - $511K
|
61K
$1.71M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.7KNew |
$399K - $437K
|
16.7K
$468K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.2K+ 2.07% |
$220K - $241K
|
454K
$12.7M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.47K+ 3.96% |
$59K - $64.5K
|
64.8K
$1.82M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2K+ 66.67% |
$47.9K - $52.4K
|
5K
$140K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.49K+ 6.58% |
$35.7K - $39K
|
24.1K
$677K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.36K+ 0.69% |
$32.5K - $35.5K
|
199K
$5.58M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
941New |
$22.5K - $24.6K
|
941
$26.4K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
492+ 49200.0% |
$11.8K - $12.9K
|
493
$13.8K
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
193+ 0.45% |
$4.62K - $5.05K
|
42.7K
$1.2M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
65+ 0.27% |
$1.56K - $1.7K
|
24.1K
$676K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
31+ 0.31% |
$742 - $812
|
10.2K
$286K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20+ 0.15% |
$479 - $524
|
13.5K
$379K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4+ 0.02% |
$95.8 - $105
|
21.6K
$605K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.1KNew |
$309K - $344K
|
14.1K
$395K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.1KNew |
$265K - $295K
|
12.1K
$339K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
221New |
$4.85K - $5.4K
|
221
$6.2K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$724 - $806
|
33
$926
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
75.9KNew |
$1.71M - $1.83M
|
75.9K
$2.13M
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
600New |
$12.3K - $13.5K
|
600
$16.8K
|
|
Q4 2022 | |||||||
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
39.1KNew |
$786K - $848K
|
39.1K
$1.1M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.08KNew |
$82K - $88.5K
|
4.08K
$114K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
402New |
$8.08K - $8.73K
|
402
$11.3K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$399K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.17KNew |
N/A
|
3.17K
$88.9K
|
|
Q1 2022 | |||||||
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
8+ 0.07% |
N/A
|
12.1K
$339K
|
|
Q2 2021 | |||||||
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
254New |
N/A
|
254
$7.13K
|